S&OP Design & Implementation

Nobody trusts the forecast — and every team has different numbers

I design and implement S&OP processes that get finance, merchandising, ops, and planning working from the same numbers — so leadership makes decisions instead of playing referee. S&OP isn't a meeting cadence. It's a decision-making system. I build the one your company will actually use.

Sound familiar?
Finance, merchandising, and ops are planning off different numbers
Leadership meetings are spent debating data instead of making decisions
The forecast exists but nobody believes it — so everyone builds their own
You're always firefighting but never getting ahead of the real problem
How I fix it

A working solution, not a slide deck

01

Assess the current state

I map how decisions actually get made today — not the org chart version, the real version. Who overrides the forecast? Where do plans break down? What data do people actually trust?

02

Design the process

I build an S&OP cadence that fits your company — the right meetings, the right inputs, the right decision rights. No copy-paste frameworks. The process has to match how your teams actually work.

03

Build the tools

I create the templates, dashboards, and data flows that make the process work. A good S&OP process dies without good tools — the team needs to see the same numbers in the same format every cycle.

04

Run it and train it

I facilitate the first 2-3 cycles alongside your team, then hand off. Your team owns the process completely. No ongoing dependency on me.

Real results

From companies like yours

From zero
Built S&OP from scratch at AEO — full cross-functional alignment
$25M
Shipping expense savings through better planning at AEO
Full rebuild
Rebuilt S&OP at Spreetail ($1.2B) — improved inventory health significantly
$30M
Tariff mitigation savings through proactive planning at Spreetail
Lotus
Let's talk

If this sounds like
your Tuesday morning,
let's fix it.

A 30-minute discovery call costs nothing. You talk, I diagnose, and you leave with an honest assessment and at least one insight you can act on — whether we work together or not.

Response within 24 hours · No obligation